If you’ve just created a Giftbit account, it can be hard to know where to begin. Most customers follow the same three steps: create a template, add contacts, and place an order. Once those are set up, sending rewards becomes quick and repeatable.
This article covers the basics of these steps, with more in-depth articles for each section linked throughout.
If you are looking to build out an integration using our system, check out both our Zapier and API articles.
💡Thinking of starting a reward or incentive program? This article covers key details to think about when designing your rewards program. You can also share this Quick Start PDF with any team members who may be looking to do sending of their own.
Creating a template
A template defines your rewards when sending. It sets the value, region, reward options, and email messaging when the reward arrives.
To create a template:
Go to Templates in the left menu.
Click New template.
Set the reward value and region.
Choose reward options.
Add your company name, logo, and message.
Save the template.
Use a clear naming format (for example: “USD – $25 – Employee reward”) so templates are easy to find later.
If you are looking for deeper details on everything your can customize and change in your templates, take a look at this article.
Adding contacts for email sending
Emailing rewards directly to recipients through Giftbit is the quickest way to deliver rewards when just starting. This is done by adding a recipient's email as a contact into the system.
You can add contacts in two ways:
Add a single contact manually
Upload multiple contacts using a CSV, TSV, or XLSX file
If you are sending to a large group, uploading a file is faster and more efficient. Only an email is required, but first and last name can be included as well.
For step by step instructions, check out this article on the full upload process, including how to go straight to placing an order once an upload is complete.
Placing your order
Once you have a template and contacts, you’re ready to send rewards.
To place an order:
Select a template (or create one during the order).
Choose the contacts who will receive rewards.
Select how rewards will be delivered:
Sent by email directly from Giftbit
Generated as Giftbit links for you to share manually
Confirm and submit the order.
💡You can create a template, and add a contact all during the order process for quick one off rewards.
For further instructions on sending out orders through Giftbit, this article covers the steps to follow and the differences between emailing and purchasing gift links.
Other Recommended Articles
Funding Your Account - Information on payment options for Giftbit, including wire information.
Default Currency - Setting up your account to easily send rewards internationally.
Low Balance Notification - How to receive an email notification if your balance is running low.
Reporting - Information on reporting options you have in Giftbit.